IDEAYA Biosciences, Inc. (IDYA)

In the past six months, IDEAYA Biosciences's stock has trended up by approximately 53.02%. Positive clinical data announcements for Darovasertib and IDE397 impacted the stock price. Following an R&D Day in September 2025, the stock experienced a selloff, attributed to profit-taking by investors. Analysts have a bullish outlook on IDYA, with an average target price suggesting a potential upside of over 55%.

As a clinical-stage biopharmaceutical company, IDEAYA Biosciences, Inc. does not have commercialized products and does not experience traditional product demand seasonality. However, there is some indication of seasonality in its stock performance, with October historically favoring a "long bias" for IDYA stock. A statistically strong window for its stock performance is anticipated to culminate around January 14, 2026.

IDEAYA Biosciences, Inc. is a clinical-stage precision medicine oncology company focused on discovering, developing, and commercializing targeted therapies for cancer patients, operating within the biotechnology industry. The company develops innovative therapies for genetically defined cancers by leveraging synthetic lethality and integrates expertise in drug discovery, structural biology, and bioinformatics. Its major product candidates include Darovasertib (IDE196), IDE397, IDE161, IDE849, IDE275 (GSK959), IDE705 (GSK101), and preclinical programs like IDE892, IDE034, and IDE574.

IDEAYA Biosciences, Inc. is headquartered in South San Francisco, California, United States. Its clinical development activities have a global reach, with the Phase 2 trial for darovasertib enrolling patients across 20 sites globally. The company also has a global license agreement for IDE849 outside of Greater China, indicating international partnerships.

IDEAYA Biosciences has maintained a generally positive brand reputation over the past year, driven by consistent positive clinical data readouts and strong analyst support. Positive interim data from clinical trials and presentations at major medical conferences have enhanced its scientific credibility. Strategic partnerships with larger pharmaceutical companies also contribute to a strong reputation. A stock selloff after its R&D Day in September 2025 was attributed to profit-taking and considered an exaggerated market reaction by analysts.

Institutional investors hold a significant portion of IDEAYA Biosciences’s stock, with ownership around 98.29% as of April 2025. Major institutional shareholders include FMR LLC, BlackRock Inc., and Capital Research Global Investors. Hedge funds owned 21% of IDEAYA Biosciences in October 2022. Individual investors held 19% in October 2022, and retail investors held approximately 51.30%. Insiders, including CEO Yujiro Hata, owned a small percentage of the company's shares.